Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL M. CALLOWAY M.D., P.A.
EIN 59-3710007medical practiceLatest filing 2025
Plans
2
Retirement
2
$154K assets
Welfare
0
Participants
5
130 CORRIDOR ROAD, UNIT 3079 - PONTE VEDRA BEACH, FL 32004904-859-1072callowaymd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $154K assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DANIEL M. CALLOWAY M.D., P.A. RETIREMENT SAVINGS PLAN
401k
Assets$145K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIEL M. CALLOWAY M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$9K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DANIEL M. CALLOWAY M.D., P.A. RETIREMENT SAVINGS PLAN | 401k | $145K | 4 | 2025 | |
| 002 | DANIEL M. CALLOWAY M.D., P.A. CASH BALANCE PLAN | CashBalance | $9K | 1 | 2024 |
Retirement plans